What users are saying about
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Top Rated
100 Ratings
Top Rated
54 Ratings

PandaDoc

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Top Rated
100 Ratings
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Score 8.7 out of 100
Top Rated
54 Ratings
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Score 8.6 out of 100

Likelihood to Recommend

PandaDoc

PandaDoc is very well suited for sales teams who need to send out professional quotes quickly, and get them signed off quickly.When sales teams travel to events, being able to generate a quote and get sign-off whilst chatting to a prospective client makes all the difference to the deal, since no paper is involved.
Johan van Zyl | TrustRadius Reviewer

QuoteWerks

QuoteWerks really shines in its flexibility and powerful integrations with multiple CRM/account systems. It is well suited for technical users but isn't as streamlined as some of the more vertical integrations like the ones that exist between ConnectWise Sell and Manage. Their commitment to offering reasonable pricing without moving to a per user/month model also makes it attractive for companies trying to save money on recurring monthly spend.
Nathaniel Bannister | TrustRadius Reviewer

Feature Rating Comparison

CPQ

PandaDoc
QuoteWerks
8.2
Quote sharing/sending
PandaDoc
QuoteWerks
9.4
Product configuration
PandaDoc
QuoteWerks
8.5
Configuration options
PandaDoc
QuoteWerks
8.2
Pricing rules
PandaDoc
QuoteWerks
8.4
Price adjustment
PandaDoc
QuoteWerks
8.7
Purchase history and open contracts
PandaDoc
QuoteWerks
7.9
Guided selling/Sales portal
PandaDoc
QuoteWerks
6.9
CPQ reporting & analytics
PandaDoc
QuoteWerks
7.0
CPQ-CRM integration
PandaDoc
QuoteWerks
6.5
Attachments to quotes
PandaDoc
QuoteWerks
9.0
Order capturing
PandaDoc
QuoteWerks
10.0

Pros

PandaDoc

  • Great looking proposals. PandaDoc does an exceptional job converting existing templates into HTML format so the PD version looks and feels identical.
  • The automations and integrations are awesome. Having automated reminders sent to clients helps keep things moving without taking time away from the sales team and the numerous integrations available through Zapier make it easy to do everything from sync data to Salesforce or send notifications into Slack.
  • The support from PandaDoc is impressive. Same-day response, ongoing support, and a knowledgeable support team.
Garrett Genest | TrustRadius Reviewer

QuoteWerks

  • QuoteWerks integrates well with our ERP, Connectwise and pulls the information back and forth well between the two.
  • QuoteWerks integrates with our Distributors, Ingram Micro and Tech Data and pulls current pricing into the quote, which saves time having to go back and forth between applications.
  • QuoteWerks provides professional looking quotes that we can submit to our customers.
Sue Scott | TrustRadius Reviewer

Cons

PandaDoc

  • I don't like finding documents in PandaDoc. It may be more a problem of user error, but we have gotten a ton of nested folders in our PandaDoc, which makes it hard to find documents. Also, the search bar doesn't work as well as I'd hope it would.
  • Formatting is still fairly clunky. Making/removing bulleted lists, changing font size/type, and adding fields take some getting used to. I also wish you could link "Fields" to text so they would move with the text, but you have to reposition the fields every time you change the text.
  • I really like the experience of using templates, but building new documents is clunky still. Some of the features around formatting and building new documents are pretty buried in the panels on the top and right. For example, adding any kind of image to a document is a pain.
  • I haven't played around with it enough, but I wish there were more integrations with an invoicing system. I know they just added "Payments", but we use Quickbooks for invoicing, and I haven't figured out how to set this up yet.
Andrew Pagels | TrustRadius Reviewer

QuoteWerks

  • There is much room for improvement in setting up new users and transferring QW from one computer to another. You have to call QW and get a seed number which can at times be a hassel for a California based business because QW support works 9 to 5 Eastern Standard - A little extra time in the afternoon would be much appreciated
  • The pricing for Quote valet combined with the cost for annual update maintenance puts it in the price range of web based subscription programs
  • The program needs to run on a users computer and therefore when there is a computer problem the rep can't quote - As noted above it is a hassle to set up new users or transfer the program. This shortcoming is a serious one and made us consider a web based quoting solution. However, as of this date none of them offer the functionality of QW. However, the technology is moving fast and I will continue to look for the day when I am not dependent on an individual machine.
Douglas Borses | TrustRadius Reviewer

Likelihood to Renew

PandaDoc

PandaDoc 9.3
Based on 5 answers
PandaDoc has significantly streamlined our RFP/RFI response time from months and weeks to days, allowing us to utilize corporate messaging and personalize the response to the customer/prospect as needed
Romy Ribitzky | TrustRadius Reviewer

QuoteWerks

QuoteWerks 8.0
Based on 20 answers
Although I have been using QuoteWerks for 15 years, there are still many features in the current version I have not fully explored. It's just *that* feature-rich! Still, there are other features and online delivery methods currently awaiting, plus new features I am very excited to engage. The price of QuoteWerks is also quite reasonable, keeping our data exactly as we want it - on premise and affordable!
Paul Marentette | TrustRadius Reviewer

Usability

PandaDoc

PandaDoc 8.2
Based on 2 answers
Very user friendly and modifiable if needed.
Anonymous | TrustRadius Reviewer

QuoteWerks

QuoteWerks 9.0
Based on 9 answers
In my experience, QuoteWerks is incredibly easy to get started with and very intuitive to putting together your first quote. It also has a depth of features that has not only allowed us to enhance our own internal quote / order / invoice production, but also implemented into other businesses has increased their quote production significantly.
Stephen Siggs | TrustRadius Reviewer

Reliability and Availability

PandaDoc

PandaDoc 8.2
Based on 1 answer
No answer on this topic is available.

QuoteWerks

QuoteWerks 6.0
Based on 5 answers
QuoteWerks is a very stable, robust solution. In my experience: bugs in the software are rare; any crashes or system failures are usually due to other infrastructure issues rather than the software itself, i.e. a problem with the network or server, an issue with a.n.other piece of software on the User's workstation that has a knock-on effect on QuoteWerks.
Stephen Siggs | TrustRadius Reviewer

Performance

PandaDoc

PandaDoc 7.3
Based on 1 answer
No answer on this topic is available.

QuoteWerks

QuoteWerks 6.0
Based on 5 answers
Once set up and running, and particularly when running the more reliable, faster Corporate edition rehosted to SQL Server, then QuoteWerks performs very well. The only reason for the slight mark down here is that QuoteWerks is very sensetive to having a database connection. If there is an issue whereby the connection to the server is lost (network glitch for example) then whereas Outlook (or a.n.other piece of software) might just wait and poll in 30 seconds time, QuoteWerks will crash and potentially a User lose all changes to the document(s) that they were working on.
Stephen Siggs | TrustRadius Reviewer

Support Rating

PandaDoc

PandaDoc 9.0
Based on 3 answers
They are quick at fixing any problems that we have had which mainly came about when we were setting up the system ready to use. They also ran through some training with the team at no additional charge and we now have a team member responsible for passing that knowledge on.
Jamie Wilkinson | TrustRadius Reviewer

QuoteWerks

QuoteWerks 8.7
Based on 9 answers
Quotewerks Support and the UK Distributor here have always been responsive to our requests and in particular helped us out when we need some new functionality which then got added in the next build...this really impressed me and showed that where case was made, they readily embraced it and the new build was completed within 60 days.
Gary Perkins | TrustRadius Reviewer

In-Person Training

PandaDoc

No score
No answers yet
No answers on this topic

QuoteWerks

QuoteWerks 5.0
Based on 1 answer
There is in-person training offered in Orlando, but our company did not want to spend the money.
David C. Noe | TrustRadius Reviewer

Online Training

PandaDoc

No score
No answers yet
No answers on this topic

QuoteWerks

QuoteWerks 6.0
Based on 1 answer
Originally it was weak, but they have really stepped up.
David C. Noe | TrustRadius Reviewer

Implementation Rating

PandaDoc

PandaDoc 8.2
Based on 2 answers
Very easy, web based tool that requires little to no technical knowledge.
Anonymous | TrustRadius Reviewer

QuoteWerks

QuoteWerks 9.0
Based on 6 answers
I do not have any key insights on the implementation so I cannot provide any valuable information here. I do know, however, that the process went well when we switched from a old platform to a new hyperconverged solution to host Quotewerks. It seemed to be a quick process and our engineer was able to do so almost seamlessly.
Sue Scott | TrustRadius Reviewer

Alternatives Considered

PandaDoc

Quote Roller was fine, as were the platforms we used before it, but they were half the price (or less) of PandaDoc and included full export capabilities. The one area where PandaDoc stood out was that they built a "pick one of many options" feature for the pricing table allowing clients to select between options where one selection is mandatory.
Ryan Freeman | TrustRadius Reviewer

QuoteWerks

At the time that we selected QuoteWerks there was not quoting software "married" to ConnectWise. We viewed both products and since the products were very similar we chose the product that more closely fit our budget. QuoteWerks fit the bill.
Anonymous | TrustRadius Reviewer

Scalability

PandaDoc

PandaDoc 7.3
Based on 1 answer
No answer on this topic is available.

QuoteWerks

QuoteWerks 9.0
Based on 3 answers
We've implemented QuoteWerks in both micro ("one man band") businesses as well as much larger organisations. With QuoteWerks Corporate editions option to host the backend database on SQL Server (a very powerful and scaleable database platform) it's possible to work effectively with QuoteWerks in an organisation with many 100 Users. The flexibility of the product also lends itself very well to evolving with a growing business and having various individual user configurations to help them work best with the software in their individual role in the organisation.
Stephen Siggs | TrustRadius Reviewer

Return on Investment

PandaDoc

  • Over their first 12 months since implementing PandaDoc, Revenue River realized some amazing lift across all metrics within the sales cycle:
  • 223% increase in closed-won revenue
  • 45% increase in the number of deals closed
  • 56% increase in the number of deals created
Eric Pratt | TrustRadius Reviewer

QuoteWerks

  • Positive: organized, consistent quotes
  • Positive: reduced time to generate/modify quotes
  • Negative: has sometimes given our customers the false impression that we are providing an exact quote, not a cost estimate. We have been trying several different ways of expressing this on the quote.
Anonymous | TrustRadius Reviewer

Screenshots

Pricing Details

PandaDoc

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

PandaDoc Editions & Modules

Edition
Free eSign$0
Essentials$192
Business$492
EnterpriseRequest a quote
APIRequest a quote
  1. user/ month
Additional Pricing Details
PandaDoc offers a free eSign plan and 3 paid packages for eSigning and document automation starting at $19 per month per user. All plans include unlimited documents, eSignatures, and users. Start your evaluation with a free 14-day trial. Talk to our sales team to find the best pricing solution for you and your team.

QuoteWerks

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

QuoteWerks Editions & Modules

Edition
QuoteWerks Standard Edition$151
QuoteWerks Professional Edition$201
QuoteWerks Corporate Edition$291
  1. per concurrent User / month
Additional Pricing Details
The QuoteWerks license count is based on concurrent usage so while you may have 5 users using it, you may only need to purchase 2 licenses. The QuoteValet license count is based on daily maximum number of unique users. In addition to monthly and annual subscriptions, one-time, up-front purchasing options for edition and realtime licenses are available which include volume pricing discounts. Invest up-front and pay minor maintenance fees annually. Please contact QuoteWerks Sales at sales@quotewerks.com or 407-248-1481 to answer any questions or to obtain a personalized quote.

Rating Summary

Likelihood to Recommend

PandaDoc
8.7
QuoteWerks
8.4

Likelihood to Renew

PandaDoc
9.3
QuoteWerks
8.0

Usability

PandaDoc
8.2
QuoteWerks
9.0

Reliability and Availability

PandaDoc
8.2
QuoteWerks
6.0

Performance

PandaDoc
7.3
QuoteWerks
6.0

Support Rating

PandaDoc
9.0
QuoteWerks
8.7

In-Person Training

PandaDoc
QuoteWerks
5.0

Online Training

PandaDoc
QuoteWerks
6.0

Implementation Rating

PandaDoc
8.2
QuoteWerks
9.0

Scalability

PandaDoc
7.3
QuoteWerks
9.0

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